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BAILARD, INC.
CRD 110550File 801-8562
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$7.56B
Top 10% of cohort (national)
Discretionary AUM
$7.51B
Non-discretionary $47.5M
Clients
1,137
2,825 accounts
Employees
83
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 3, 1972
- Principal office
- 950 TOWER LN, STE 1900, FOSTER CITY, CA, 94404-2131
- Phone
- 650-571-5800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.56B
- Discretionary AUM
- $7.51B
- Non-discretionary AUM
- $47.5M
- Discretionary accounts
- 2,816
- Non-discretionary accounts
- 9
- Total accounts
- 2,825
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $21.8M |
| Non-U.S. persons | Fewer than 5 | $982.5M |
| Investment companies | 3 | $62.3M |
| Charitable organizations | 49 | $388.7M |
| Other investment advisers | Fewer than 5 | $32.6M |
| High net worth individuals | 831 | $5.27B |
| Pooled investment vehicles | 2 | $680.8M |
| Pension and profit sharing plans | Fewer than 5 | $16.0M |
| Individuals (other than high net worth individuals) | 237 | $110.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.